Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$63.5M
3
+$16.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$15.6M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$13.1M

Top Sells

1
+$14M
2
+$4.22M
3
+$2.57M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
ABBV icon
AbbVie
ABBV
+$1.4M

Sector Composition

1 Technology 12.54%
2 Consumer Staples 6.52%
3 Healthcare 5.22%
4 Financials 4.33%
5 Real Estate 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.98M 0.08%
25,375
-780
127
$1.96M 0.08%
11,146
+3,103
128
$1.95M 0.08%
16,191
+1,041
129
$1.94M 0.08%
75,057
+4,342
130
$1.93M 0.08%
40,964
+31,975
131
$1.93M 0.08%
100,150
+5,788
132
$1.92M 0.08%
68,316
+29,858
133
$1.91M 0.08%
29,326
+24,313
134
$1.9M 0.08%
12,859
+4,654
135
$1.88M 0.08%
22,468
-3,015
136
$1.88M 0.07%
319,720
+74,920
137
$1.86M 0.07%
12,637
+41
138
$1.85M 0.07%
20,989
+662
139
$1.84M 0.07%
46,374
+19,413
140
$1.84M 0.07%
15,741
+4,947
141
$1.83M 0.07%
34,044
+7,910
142
$1.83M 0.07%
10,113
+285
143
$1.82M 0.07%
16,883
+81
144
$1.78M 0.07%
30,478
+3,463
145
$1.77M 0.07%
22,200
+1,533
146
$1.77M 0.07%
31,989
+13,261
147
$1.76M 0.07%
17,903
-967
148
$1.73M 0.07%
55,796
+13,247
149
$1.73M 0.07%
47,561
+3,127
150
$1.72M 0.07%
12,628
+6,547
4 5
6
7 8